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Evelyn Partners Investment Management’s Flowers Foods FLO Stock Holding History

Evelyn Partners Investment Management’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.8K Hold
5,000
– – ﹤0.01% 290
2025
Q4 		$54.4K Hold
5,000
– – ﹤0.01% 279
2025
Q3 		$65.3K Hold
5,000
– – ﹤0.01% 271
2025
Q2 		$79.9K Hold
5,000
– – ﹤0.01% 254
2025
Q1 		$95K Hold
5,000
– – ﹤0.01% 236
2024
Q4 		$103K Buy
+5,000
New +$110K ﹤0.01% 232

Other funds holding FLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evelyn Partners Investment Management's FLO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Flowers Foods (FLO) position steady in Q1 2026 at 5,000 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Evelyn Partners Investment Management first reported a position in FLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2024. 427 funds tracked by Wall St. Rank hold FLO as of Q1 2026.

  • Evelyn Partners Investment Management held 5,000 shares of Flowers Foods worth $40.8K as of Q1 2026.
  • Evelyn Partners Investment Management left its Flowers Foods share count unchanged in Q1 2026.
  • Flowers Foods made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #290 holding.
  • Evelyn Partners Investment Management first reported a position in Flowers Foods in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Flowers Foods position peaked at $103K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.